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orders
Reserve the unit on an order line when it needs repair before it goes out, then put another unit on the line, whether the line is a rental, a booking or a sale. Stock item events explains how a reservation takes a unit from the orders holding it.

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Prerequisites

Required permissions: inventory:stock_item_events:create to reserve the unit, and orders:order_stock_items (manage) to put a replacement on the line. Without the first, the panel shows no Actions button. All four system roles (Owner, Admin, Manager and Member) hold both. See Users & Roles.
Have ready before you start:
  • A title and the reason, such as Repair and what is broken.
  • When the unit is back in service, or that you do not know yet.
  • A replacement unit of the same kind, free over the order’s dates at its location.

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The walkthrough

1

Open the order

Find the order in Orders and open it. If your account has more than one location, check the location selector in the top-left corner first, because the table lists only the orders of the location it shows.
The Orders table with one order's row highlighted
2

Open the unit on the line

On the order’s Summary tab, find the line and look in its Fulfillment details column. Click the code under Item Code. The stock item panel opens on the right.
An order's lines with the Fulfillment details column and a stock item's code under Item Code highlighted
3

Choose Create reservation

Click Actions in the top-right corner of the panel and choose Create reservation. The Reserve 1 item dialog opens.
The stock item panel with the Actions menu open and Create reservation highlighted
4

Name the reservation

Enter a Title, for example Repair, and the reason in Comment, for example what is broken. The dialog does not reserve without a title.
The Reserve 1 item dialog with the Title and Comment fields highlighted
5

Set when the unit is back

Leave Location and Start date as they open: where the unit is held, and now. Set End date to when the unit is back in service, or tick No end date if you do not know yet.
The Reserve 1 item dialog with Location, Start date, End date and No end date highlighted
6

Reserve the unit

Click Reserve at the bottom of the dialog. A second dialog, “Existing orders and reservations will be affected”, lists this order and every other order or reservation that holds the unit over those dates. Each of them loses its hold on the unit.
The impact dialog with its heading and the order that loses the unit highlighted
7

Confirm the impact

Tick “Please confirm you understand the impact” under the list, then click Add reservation. 1 item reserved confirms it. The stock item panel stays open and reads “This unit is no longer reserved for this item over its dates.”
The impact dialog with the confirmation ticked and the Add reservation button highlighted
8

Pick a replacement unit

Under Change stock item, the reserved unit is still listed first, now Committed. Click Assign at the left of an Available unit’s row. That row’s button changes to Switch to →.
The stock item panel after the reservation, with the reserved unit Committed and a replacement row reading Switch to →
9

Save the replacement

Click Save at the bottom of the panel. The panel closes, and the line’s Item Code shows the replacement’s code. The order no longer shows the Unavailable stock items banner, and with the default states the line’s state reads Assigned.
The order line with the replacement unit's code and the Assigned state highlighted

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How do I know it worked?

  • The line shows the replacement’s code under Item Code on the order’s Summary tab, and the order has no Unavailable stock items banner.
  • The reservation is on the reserved unit. Open the unit under Inventory → Stock items, and its Events tab lists the reservation under your title.
  • Every other order the dialog listed shows Unavailable stock items until you put another unit on it. See Resolve a stock item conflict.

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Troubleshooting / common pitfalls

The panel shows Actions only to a role with inventory:stock_item_events:create. A greyed-out Create reservation reads “Assign a unit to the item first”, because the line has no unit to reserve. See Reserve a stock item.
The reservation found room without this order’s hold: it ends before the order’s dates begin, or the stock item has another unit free. See Reservation priority.
Nothing else that fits the line is free at the order’s location over its dates, so the line stays in conflict. See Resolve a stock item conflict for what to do next.

Stock Item Events

How a reservation takes a unit from the orders holding it.

Stock Item Conflicts

What an order shows once its unit is reserved away.

Reserve a stock item

Reservations from the unit’s own Events tab, and changing or ending one.

Swap a stock item

Put a different unit on a line without reserving the old one.

Run a maintenance programme

A queue of units due for service, built on attributes and reservations.